01
Create one project brief
Record the address, building use, roof photographs, approximate dimensions and the reason for the work. Separate an active leak from an appearance change or a planned replacement. List access restrictions, occupied areas and the dates that matter. Share the same brief with each bidder so all proposals begin with the same problem.
02
Resolve decisions before ordering
Have the roof condition and structural requirements assessed. Agree on the slate identity, dimensions, thickness range and appearance using representative samples. Decide which existing metalwork stays and which is replaced. Identify who is responsible for measurements, material quantities, delivery access and approval of substitutions.
03
Use three review points
Before ordering, approve the written specification and sample range. Before production installation, review a representative mockup and difficult junctions. Before final payment, review completion photographs, outstanding work, cleanup and the owner information package. Record decisions in writing so an informal conversation does not become the only project record.
04
Build a useful handover folder
Keep the final material list, warranties, contractor contact details, dated photographs and the location of spare slate. Include the agreed inspection plan and any system-specific repair instructions. Label the folder by building and roof elevation so a later contractor can connect the paperwork to the actual roof.